wxrks lets an Account Admin define account-wide tax lines — a VAT, a service fee, a withholding tax, or any other charge your business needs to apply — as fixed amounts or percentages. Once created, a tax can be set to apply automatically to every Organizational Unit or User in the account, and it can be included on a manually created invoice.
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💡 Who is this for? This guide is for Account Admins who need to create and manage the account's tax lines and decide where they apply within the wxrks platform.

Go to Settings > Account Settings > Business, then open the Taxes tab. This page is only visible to Account Admins. The tab sits alongside Prices, Custom Review Categories, Custom Cancellation Options, and Terminology Board — see All about Settings for what each of those covers.
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Fill in the row at the top of the Taxes tab and click the blue + button to add it:

A new tax lands in the table below, showing its Type badge and signed Value (a leading - means it's deducted, + means it's added):
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You can create as many taxes as you need, and edit or delete any of them later from the same table using the pencil and trash icons on its row.

Every tax row has two switches under Default: Org. Units and Users. Turning one on makes that tax apply automatically, going forward, to every Organizational Unit or every user in the account — you don't have to add it to each one by hand.
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Once a tax is a default:

On that Org Unit or User's own Billing view, the inherited tax keeps tracking the account-level Value and +/- setting live — until someone changes its value there or clicks the unlink icon on that one entity, which locks in an independent override that no longer follows future account-level edits. The same Billing view also has its own Select Tax dropdown, so a specific Org Unit or User can pick up any other account tax that isn't already a default for them, without turning it on account-wide.

Click the pencil icon on a tax's row to open its Edit window. The left side repeats Name, Type, the +/- toggle, Value, and Description. The right side adds a Currency override panel: pick a currency, set its own +/- and Value, and click + to add it to the list.
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Once a currency override is added, that tax stops using its default Value whenever it's applied in that specific currency — the override value is used instead. This matters for accounts billing across several currencies, where a flat Fixed amount in one currency rarely makes sense converted directly into another.

When a Project Manager or Account Admin creates a manual invoice for an Org Unit's projects (from the Finance section), any tax that's set as a default for Org. Units and still enabled on that specific Org Unit loads automatically as a checkbox on the invoice form. Checking or unchecking a tax recalculates the invoice's Tax Amount and Net Amount immediately. See How to manage the Finance Section for the rest of the manual invoicing flow.

I can't find the Taxes tab. It lives under Settings > Account Settings > Business and is only visible to Account Admins. If you don't see Account Settings in the sidebar at all, you don't have that role.
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A tax isn't showing up for a specific Org Unit or User. Confirm the tax's Org. Units or Users default switch is on, then check that same tax's row on that entity's own Billing (or Billing & Languages) tab — it can be individually disabled there without affecting the account-wide default.
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Still stuck? Search the wxrks Community or reach out to [email protected].